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HayesHuang
2023-07-26
说说你对这篇新闻的看法...
扛住GPT冲击！二季度谷歌搜索收入加速增长，云业务猛增意外未放缓，盘后一度涨8%
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04:03","market":"us","language":"zh","title":"扛住GPT冲击！二季度谷歌搜索收入加速增长，云业务猛增意外未放缓，盘后一度涨8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2354443523","media":"华尔街见闻","summary":"二季度谷歌母公司Alphabet收入和利润均超预期增长，营收同比增7%，增速是一季度两倍多，EPS盈利扭转一年来降势，同比激增19%。更新中","content":"<html><head></head><body><blockquote>二季度<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet收入和利润均超预期增长，营收同比增7%，EPS盈利连降四个季度后同比激增19%；谷歌广告收入扭转两季连降，超预期增长3.3%，其中搜索收入增长加快至4.8%；谷歌云收入同比增28%，持平一季度增速，连续两季盈利；但二季度资本支出远低于预期。CEO称公司在AI领域的持续领先地位推动搜索进化。Alphabet宣布首席财务官Porat 9月起担任总裁兼首席投资官，负责AI等科技创新的投资。</blockquote><p style=\"text-align: justify;\">ChatGPT等人工智能（AI）工具的冲击并未动摇搜索一哥谷歌的地位。谷歌的现金牛搜索业务在一季度重回增势后加速增长，拉动广告收入扭转半年来持续下滑之势，未来增长引擎云业务比华尔街预期的更强劲。</p><p style=\"text-align: justify;\">二季度财报公布后，周二小幅收涨近0.6%的谷歌母公司Alphabet股价盘后直线拉升，盘后涨幅一度超过8%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91f0566c546e45f9cb61feeabb5916a5\" title=\"\" tg-width=\"858\" tg-height=\"830\"/></p><p><strong>二季度营收同比增速远超预期 EPS盈利扭转一年来下降势头</strong></p><p style=\"text-align: justify;\">7月25日周二美股盘后，Alphabet公布，今年第二季度，营业收入和每股收益（EPS）继续优于华尔街预期，而且EPS扭转连续四个季度的下降势头，转为同比两位数激增。</p><ul><li><p>二季度营收746.04亿美元，同比增长7%，虽然远不及新冠疫情期间的两位数增速，但已是一季度增速3%的两倍多，分析师预期同比增长4.4%至727.7亿美元。</p></li><li><p>二季度稀释后EPS为1.44美元，同比增长19%，分析师预期同比增近9.1%至1.32美元，一季度同比下降约4.9%。</p></li><li><p>二季度营业利润218.38亿美元，同比增长近12.3%，分析师预期同比增长2.6%至199.6亿美元，而一季度同比下降13.3%。</p></li></ul><p><strong>谷歌广告收入扭转两季连降 超预期增长3.3% 搜索广告收入增长加快至4.8%</strong></p><p style=\"text-align: justify;\">分业务看，Alphabet最重要的业务部门——包括谷歌广告、搜索、地图、YouTube、硬件、安卓、Chrome和Google Play在内的谷歌服务继续表现优于预期。</p><p style=\"text-align: justify;\">二季度谷歌服务总收入为662.85亿美元，同比增长约5.5%，增速低于一季度的约8%，还高于分析师预期的同比增2.9%，分析师预期收入646.7亿美元。</p><p style=\"text-align: justify;\">谷歌服务中，连续两个季度下滑的谷歌广告收入重回增长，二季度录得营收581.43亿美元，同比增长3.3%，分析师预期同比增近2.1%至574.5亿美元。</p><p style=\"text-align: justify;\">谷歌广告中，谷歌搜索及其他相关业务收入为426.28亿美元，同比增长约4.8%，在今年一季度重回增势之后加速增长，一季度同比增1.9%。</p><p style=\"text-align: justify;\">二季度视频平台YouTube的广告收入位76.65亿美元，同比增长4.4%，分析师预期同比增近1%至74.1亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6568ac47fd92a30b4ee3c670117e77cf\" title=\"\" tg-width=\"640\" tg-height=\"623\"/></p><p><strong>连续两季放缓的谷歌云收入同比增28% 连续两季盈利</strong></p><p style=\"text-align: justify;\">包括为企业客户提供的基础架构和数据分析平台、协作工具等为企业客户提供的服务在内，被视为谷歌下一个增长引擎的谷歌云业务延续了将近30%的高增速，并未如华尔街预期的增速继续放缓。</p><p style=\"text-align: justify;\">二季度谷歌云营收80.31亿美元，同比增长约28%，持平一季度增速，止住了连续两个季度增长放缓的势头，分析师预期二季度同比增长近24.8%至78.3亿美元。</p><p style=\"text-align: justify;\">今年一季度，谷歌云业务首次实现盈利，二季度继续盈利。云业务当季营业利润为3.95亿美元，约为一季度利润1.91亿美元的两倍，去年二季度云业务亏损5.9亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a715146dfe9f53bed9054544188f901\" title=\"\" tg-width=\"640\" tg-height=\"201\"/></p><p><strong>首席财务官将任首席投资官 负责AI等科技创新的投资</strong></p><p style=\"text-align: justify;\">Alphabet同时宣布一项高层人事变动：从今年9月1日起，Alphabet和谷歌的首席财务官（CFO）Ruth Porat将担任两家公司的总裁兼首席投资官（CIO），并继续任CFO。同时，公司将寻找新CFO的人选，接手她作为CFO的工作。</p><p style=\"text-align: justify;\">Alphabet介绍，担任总裁和CIO后，Prat继续直接向公司CEO Sundar Pichai汇报工作。她将负责公司自动驾驶、AI等科技创新部门——“其他押注”的投资，以及公司在世界各国及社区的投资。她还将重点关注，公司同各国决策者和监管机构在就业、经济机遇、竞争力和扩大基础设施方面的合作。</p><p><strong>二季度资本支出远低于预期 CEO称在AI领域持续领先地位推动搜索进化</strong></p><p style=\"text-align: justify;\">今年5月的年度开发者大会Google I/O 2023上，谷歌发布了一系列AI领域的最新成果，其对标GPT-4的大语言模型PaLM 2可在手机运行，类ChatGPT<a href=\"https://laohu8.com/S/300024\">机器人</a>Bard推出了PaLM 2驱动的升级版，谷歌的云、搜索、电邮等一众产品都得到AI新功能加持。</p><p style=\"text-align: justify;\">今年一季度业绩的电话会上，Alphabet的CFO Ruth Porat表示，今年将加大投资，全年资本支出将较去年略有增加，目标直指AI。她说，预计数据中心建设和服务器的投资将在第二季度加快步伐，全年继续增长。</p><p style=\"text-align: justify;\">不过，二季度Alphabet的资本支出68.9亿美元，尽管高于一季度的将近63亿美元，依然远低于市场预期的80.1亿美元。</p><p style=\"text-align: justify;\">二季度财报并未体现AI对搜索有何影响。CEO Sundar Pichai在评价二季度业绩时也没有具体说明，而是说，二季度公司的各种产品都呈现令人激动的强劲势头，“我们在AI领域的持续领先地位、以及我们在工程领域的卓越表现和创新，正在推动搜索的下一轮进化，并改善我们的所有服务。”</p><p style=\"text-align: justify;\">CFO Ruth Porat评价，二季度的财务业绩反映了公司在搜索领域持续的韧性、搜索和YouTube的收入加速增长，以及谷歌云的增长势头。</p><p style=\"text-align: justify;\">Port称，Alphabet将继续为增长而投资，同时优先考虑在全公司范围内持久地重新设计成本基础，并开发长期提供可持续价值的能力。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>扛住GPT冲击！二季度谷歌搜索收入加速增长，云业务猛增意外未放缓，盘后一度涨8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n扛住GPT冲击！二季度谷歌搜索收入加速增长，云业务猛增意外未放缓，盘后一度涨8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 04:03 北京时间 <a href=https://wallstreetcn.com/articles/3694066><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度谷歌母公司Alphabet收入和利润均超预期增长，营收同比增7%，EPS盈利连降四个季度后同比激增19%；谷歌广告收入扭转两季连降，超预期增长3.3%，其中搜索收入增长加快至4.8%；谷歌云收入同比增28%，持平一季度增速，连续两季盈利；但二季度资本支出远低于预期。CEO称公司在AI领域的持续领先地位推动搜索进化。Alphabet宣布首席财务官Porat 9月起担任总裁兼首席投资官，负责AI...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694066\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/462de21384596f478dcf0449c64eb7b5","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) 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ACC","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://wallstreetcn.com/articles/3694066","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354443523","content_text":"二季度谷歌母公司Alphabet收入和利润均超预期增长，营收同比增7%，EPS盈利连降四个季度后同比激增19%；谷歌广告收入扭转两季连降，超预期增长3.3%，其中搜索收入增长加快至4.8%；谷歌云收入同比增28%，持平一季度增速，连续两季盈利；但二季度资本支出远低于预期。CEO称公司在AI领域的持续领先地位推动搜索进化。Alphabet宣布首席财务官Porat 9月起担任总裁兼首席投资官，负责AI等科技创新的投资。ChatGPT等人工智能（AI）工具的冲击并未动摇搜索一哥谷歌的地位。谷歌的现金牛搜索业务在一季度重回增势后加速增长，拉动广告收入扭转半年来持续下滑之势，未来增长引擎云业务比华尔街预期的更强劲。二季度财报公布后，周二小幅收涨近0.6%的谷歌母公司Alphabet股价盘后直线拉升，盘后涨幅一度超过8%二季度营收同比增速远超预期 EPS盈利扭转一年来下降势头7月25日周二美股盘后，Alphabet公布，今年第二季度，营业收入和每股收益（EPS）继续优于华尔街预期，而且EPS扭转连续四个季度的下降势头，转为同比两位数激增。二季度营收746.04亿美元，同比增长7%，虽然远不及新冠疫情期间的两位数增速，但已是一季度增速3%的两倍多，分析师预期同比增长4.4%至727.7亿美元。二季度稀释后EPS为1.44美元，同比增长19%，分析师预期同比增近9.1%至1.32美元，一季度同比下降约4.9%。二季度营业利润218.38亿美元，同比增长近12.3%，分析师预期同比增长2.6%至199.6亿美元，而一季度同比下降13.3%。谷歌广告收入扭转两季连降 超预期增长3.3% 搜索广告收入增长加快至4.8%分业务看，Alphabet最重要的业务部门——包括谷歌广告、搜索、地图、YouTube、硬件、安卓、Chrome和Google Play在内的谷歌服务继续表现优于预期。二季度谷歌服务总收入为662.85亿美元，同比增长约5.5%，增速低于一季度的约8%，还高于分析师预期的同比增2.9%，分析师预期收入646.7亿美元。谷歌服务中，连续两个季度下滑的谷歌广告收入重回增长，二季度录得营收581.43亿美元，同比增长3.3%，分析师预期同比增近2.1%至574.5亿美元。谷歌广告中，谷歌搜索及其他相关业务收入为426.28亿美元，同比增长约4.8%，在今年一季度重回增势之后加速增长，一季度同比增1.9%。二季度视频平台YouTube的广告收入位76.65亿美元，同比增长4.4%，分析师预期同比增近1%至74.1亿美元。连续两季放缓的谷歌云收入同比增28% 连续两季盈利包括为企业客户提供的基础架构和数据分析平台、协作工具等为企业客户提供的服务在内，被视为谷歌下一个增长引擎的谷歌云业务延续了将近30%的高增速，并未如华尔街预期的增速继续放缓。二季度谷歌云营收80.31亿美元，同比增长约28%，持平一季度增速，止住了连续两个季度增长放缓的势头，分析师预期二季度同比增长近24.8%至78.3亿美元。今年一季度，谷歌云业务首次实现盈利，二季度继续盈利。云业务当季营业利润为3.95亿美元，约为一季度利润1.91亿美元的两倍，去年二季度云业务亏损5.9亿美元。首席财务官将任首席投资官 负责AI等科技创新的投资Alphabet同时宣布一项高层人事变动：从今年9月1日起，Alphabet和谷歌的首席财务官（CFO）Ruth Porat将担任两家公司的总裁兼首席投资官（CIO），并继续任CFO。同时，公司将寻找新CFO的人选，接手她作为CFO的工作。Alphabet介绍，担任总裁和CIO后，Prat继续直接向公司CEO Sundar Pichai汇报工作。她将负责公司自动驾驶、AI等科技创新部门——“其他押注”的投资，以及公司在世界各国及社区的投资。她还将重点关注，公司同各国决策者和监管机构在就业、经济机遇、竞争力和扩大基础设施方面的合作。二季度资本支出远低于预期 CEO称在AI领域持续领先地位推动搜索进化今年5月的年度开发者大会Google I/O 2023上，谷歌发布了一系列AI领域的最新成果，其对标GPT-4的大语言模型PaLM 2可在手机运行，类ChatGPT机器人Bard推出了PaLM 2驱动的升级版，谷歌的云、搜索、电邮等一众产品都得到AI新功能加持。今年一季度业绩的电话会上，Alphabet的CFO Ruth Porat表示，今年将加大投资，全年资本支出将较去年略有增加，目标直指AI。她说，预计数据中心建设和服务器的投资将在第二季度加快步伐，全年继续增长。不过，二季度Alphabet的资本支出68.9亿美元，尽管高于一季度的将近63亿美元，依然远低于市场预期的80.1亿美元。二季度财报并未体现AI对搜索有何影响。CEO Sundar Pichai在评价二季度业绩时也没有具体说明，而是说，二季度公司的各种产品都呈现令人激动的强劲势头，“我们在AI领域的持续领先地位、以及我们在工程领域的卓越表现和创新，正在推动搜索的下一轮进化，并改善我们的所有服务。”CFO Ruth Porat评价，二季度的财务业绩反映了公司在搜索领域持续的韧性、搜索和YouTube的收入加速增长，以及谷歌云的增长势头。Port称，Alphabet将继续为增长而投资，同时优先考虑在全公司范围内持久地重新设计成本基础，并开发长期提供可持续价值的能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":201892085575768,"gmtCreate":1690326190020,"gmtModify":1690332346488,"author":{"id":"3556430254044526","authorId":"3556430254044526","name":"HayesHuang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556430254044526","idStr":"3556430254044526"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201892085575768","repostId":"2354443523","repostType":2,"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
